Bold CEO Carrie Sheffield inherited a small fortune. But when she tried to invest it wisely, advice from a well-meaning relative wreaked havoc on her financial ambitions- and nearly caused her to drop out of school.
In Carrie’s story you will learn:
-How Carrie’s childhood as a Mormon influenced her financial ambitions
-Carrie’s experience growing up in trailer parks and mobile homes
-How a lack of financial education hurt her ability to manage an unexpected inheritance
-Why she chose to invest it all in one thing
-How an investment nearly cost her MORE money than she even put in.
-What is a REIT
-What is a capital call
In Carrie’s lesson you will learn:
-Why Carrie thinks women can be more intimidated when they think about money
-How she advises women to control their financial future
-Where she believes the best resources to learn about money
In Carrie’s money tip you will learn:
-How Carrie plans for long term goals
-Why a timeline is essential
-How being an entrepreneur impacts her financial planning
In my take you will learn:
-Why diversification is essential when you invest
-How dollar cost averaging can fit into your investment strategy
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